When you launch the Support Hub, Zoe provides five options for you to choose from - Knowledge Base, Create or Update a Request, Connect with a Person, Product Enhancement, and Recent Software Updates.
Select the required option. What happens next depends on which option you choose.
To go back or navigate to a different option, use the Support Hub's keywords - see Keywords for Navigation.
Let Zoe know when your request has been completed - click Yes, problem solved. If you need further assistance, click No, I still need help.
Option
Actions
Knowledge Base
Three options - click one to access a link to the relevant area:
Unifyr One Admin Academy - help for configuring Unifyr One using Unifyr One
Unifyr One (Partner Portal) Academy - help for navigating and using the Partner Portal
CustomerONE Training Courses - training courses and programs
Create or Update a Request
Advice
Support is not able to accept tickets from @gmail.com email addresses. Please ensure that you submit tickets from an email address with your organization's domain.
This requirement applies to tickets being submitted to any team: Support, Services, Partner Enablement, Customer Programs, Labs, Customer Success and TAMs.
Two options for managing requests and tickets:
Submit a New Request - presents a carousel of teams to which to send a request. Use the left and right arrows to scroll through, then click one to open the contact form:
Support - platform questions or functional troubleshooting
Services - content creation, portal configuration, data management services
Business Intelligence - new/updated reports/dashboards, custom data fields, reporting questions
View or Update My Requests - goes to a list of your tickets
Connect with a Person
You will be prompted for your name (how you'd like to be addressed) and your email address. Enter these to access the options provided for your account:
Chat with a person - connect with an available live agent (during chat business hours - Sunday 6pm EST to Friday 6PM EST)
If you connect outside of normal chat business hours, or during holidays, you're directed to Create a Support Request in the Unifyr One Admin Academy. If you're a Gold, Platinum, or Diamond customer, you're also offered options to schedule a meeting.
Contact Customer Success - submit a request to Customer Success for strategic or program assistance and contract questions or renewals.
Schedule a Support Meeting (Gold, Platinum, and Diamond customers) - get options to Schedule a Support Meeting or Schedule a Concierge Meeting. Both of these options direct you to Calendly, where you can find and book an available slot
Support Meeting - a Support Team member can help you with technical questions about the platform or discuss a recurring problem
Concierge Meeting - a Support Team member can guide you to the right resources for carrying out implementation or project tasks, such as escalating a support case, getting strategic guidance from your CSM, or upgrading a contract
Connect with a TAM (Gold, Platinum, and Diamond customers) - get options to Submit a TAM Request or Schedule a TAM Meeting.
Submit a TAM Request - submit a request for a TAM's attention
Schedule a TAM Meeting - go to Calendly, where you can find and book an available slot
Technical Account Managers (TAM) are our technical resources in the CS organization. TAMs can help answer questions like these:
Are we optimizing our use of existing features?
Can you make recommendations based on best practice on how we set up/configure the platform features?
We are considering an integration project - who can talk through our requirements with us?
Operations Manager (Platinum and Diamond customers) - access Operations Management, a service providing proactive oversight support to all ticketing.
The Operations Manager is the primary contact, offering existing case escalation, prioritization, and cross-departmental coordination.
The Operations Manager offers customers a holistic view of cases in action via regular meetings to discuss status and provide feedback.
Product Enhancement
A link to our Product Insights form, where you can submit a request for a product enhancement or a new feature, or provide product feedback.
Recent Software Updates
A link to the product Release Notes in the Unifyr One Academy.
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